Interview with Santiago Ulloa

Growth with Quality and Managing Wealth as if it Were a Company: The ‘We Family Offices’ Approach


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Autor: Magdalena Martínez Vial

  1. “We currently work with approximately 80 families, but we advise, or provide support to, investable assets in excess of $11 billion”
  2. “We are more focused on providing an excellent service than on growing. Fortunately, we always acquire new clients each year, but if there are more than 5, that´s already too many”
  3. The We Family Offices’ team has been working for over five years to integrate ESG factors into portfolios
  4. Currently, the company’s greatest investment in effort and money is its investment in technology and in the improvement of the team